Jonathan Morris is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through various roles including Fixed Income Specialist, Investment Solutions Representative 1, Retirement Representative, and Customer Relationship Advocate. Jonathan's experience spans multiple areas within financial services, focusing on planning and investment solutions. He is committed to helping clients by serving as a trusted partner who understands their goals and supports them in working towards their envisioned future. Outside of his professional responsibilities, Jonathan has personal interests in boating, cars, fishing, golf, soccer, and tennis.

Gayle Logan is a financial advisor at Robert W. Baird & Co. in Sarasota, FL, holding a Series 66 designation with 24 years of industry experience. She has been with Robert W. Baird & Co. since 2012. Robert W. Baird & Co.’s DDK Group, where Logan practices, serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and non-traditional allocations, and provides municipal advisory and public finance services alongside its wealth management capabilities.

Alejandro Bolivar is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America/Merrill Lynch and positions managing small businesses such as a charcuterie services company and a real estate holding company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Patricia Kropp is a financial advisor with Merrill in Sarasota, FL, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has been with Merrill since 2004. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Guilford is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Waddell & Reed, the Prudential Insurance Company of America, and PNC Financial Group. Guilford is based in Sarasota, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Courtney Cornwell is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. Prior to joining Baird in 2022, she worked for over two decades at Icard Merrill Cullis Timm Furen & Ginsburg PA. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses a combination of manager-traded and model-traded strategies supported by internal research and tools.

William Panaro Jr. Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Zachary Brown is a Series 66-licensed financial advisor with Morgan Stanley in Bradenton, FL, and has two years of industry experience. Prior to joining Morgan Stanley in 2023, he held roles at John Cannon Homes and several healthcare and educational organizations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies.

Kimberly Bleach is a Certified Financial Planner (CFP®) with 17 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2010. Based in Sarasota, FL, she holds a Series 66 license. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Harrison Van Der Noord is a financial advisor with Edward Jones in Bradenton, FL. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Edward Jones, he worked in the hospitality and retail sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches and offers a range of advisory strategies under a fiduciary standard.

Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Trevor Mudrak is a financial advisor with Raymond James & Associates in Sarasota, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at several country and golf clubs, including Heritage Oaks, Esplanade, and Belmont Hills. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary solutions through a nationwide network of advisors.

Rebecca Bolletti is a financial advisor with Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and managing approximately $2.74 trillion in client assets. Its planning process incorporates structured discovery conversations and firm-approved tools, employing quantitative models such as Monte Carlo simulations.

Kristi Andersen is a financial advisor at OSAIC with 34 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2023, she worked at Cetera and Advisornet Wealth Management. Andersen is the owner of Kristi L Andersen Financial Partners, LLC, a financial services firm. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services with a multi-platform approach, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Landis Limon is a financial advisor at Cambridge Investment Research Advisors with a Series 65 credential and one year of industry experience. Prior to his current role, he worked at IMG Academy and was a full-time student at William Peace University. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management and model-based solutions.

H Mclaughlin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior experience includes two decades at Credit Suisse First Boston LLC and roles at Ameritas Advisory Services and MML Investors Services. He also owns McLaughlin Financial LLC, an insurance and benefits firm. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customizable investment solutions across multiple platforms and combines proprietary and third-party strategies.

Marietta Hesdorffer is a financial advisor at Morgan Stanley in Sarasota, FL, holding Series 63 and Series 65 licenses with 42 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and also associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process supported by firm-approved tools and offers a broad range of investment and advisory services.

Timothy Self is a financial advisor with LPL Financial in Sarasota, FL, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Insignia Bank. He is the founder and a board member of the Kentucky Alumni Association, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Paul Alegi is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Bank of America, Merrill, Guardian Wealth Strategies, and ISC Financial Advisors. Alegi is based in Sarasota, FL. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.